Meet your AI operations specialist

Ask. Approve. Done.

The AI operations specialist is built into Fishbowl's cloud products. Ask in plain English and it drafts the POs, sales orders, transfers and receipts your team builds by hand, from live data, and waits for your click.

Not another AI chat window. The specialist works inside the system your inventory already lives in, and nothing is saved until you approve it.

You've met the AI that talks about the work. Meet the one that does it.

Generic AI
Typing…

"Here are seven ways to think about inventory."

Your AI operations specialist
Checking inventory…

"Three items are below reorder. POs drafted at each vendor's lead time. Approve?"

3 POs · drafted

0 records drafted

1 record drafted, waiting for your OK

Hours back every day. Nothing sent without your OK.

Every record your team builds by hand, the AI operations specialist drafts from live data and holds for your approval. Here is what that gives back.

It drafts the , , , and your team keys in by hand, flags the before they bite, and answers and from live data. Every one waits for your OK.

Reorders that never slip

Purchase orders drafted at the right vendor, cost, lead time, MOQ and delivery date, before the shortage.

45+ min back per PO · Telluric
Purchase order · PO 1002 Drafted · waiting for your OK
Steel Supply Co. · part 45-228 24 × $3.40
Lead time · arrives 6 days · Oct 11

Yes or no while the customer is still on the phone

Sales orders built for the customer and items you name, at live pricing and availability.

Sales order Drafted
Dallas Hardware SO-4472
45-228 × 100 76 available

Stock where the orders are

Transfers drafted between locations the moment a shortage shows, with the quantity that covers it.

Transfer Drafted
Warehouse 2 → Main 24 units
Covers SO-4471

Receiving without the hunt

Receipts staged against the open PO line by line, shorts flagged. Adjustments drafted with quantity and reason for sign-off.

Receipt · PO-1043 Staged
3 lines received 1 short
HB-516 8 of 12

Quotes that hold your margin

The discount that still hits your target margin, calculated for the customer and items you name, ready for your go.

Quote Drafted
Target margin 30%
Discount that holds it 8.5%

No surprise stockouts

Committed and on-order stock read against what's due to ship: what's short, why, and the PO that fixes it.

Shortage Flagged · PO drafted
45-228 · ships Oct 8 short 24
The fix PO 1002

Answers in seconds, not a report by Thursday

On hand, committed, available, below reorder, overdue, what a vendor charged last time. From live data, in plain English.

Answer From live data

"What's below reorder across all warehouses?"

3 items: 45-228, HB-516, CT-400. CT-400 is at zero in Warehouse 2.

Your books, asked the same way

Connect QuickBooks Online and the specialist answers who's overdue, what you owe and which customers actually make you money. Anything that writes back waits for you.

QuickBooks Online Answered · writes wait for you
Overdue: 3 customers, $12,480, oldest 41 days

A morning with your AI operations specialist

Sarah runs ops at a multi-channel distributor. Three locations, a few thousand SKUs.

Mike runs sales and purchasing at a parts distributor on QuickBooks Online. No dedicated buyer. The AI operations specialist is the experienced ops hand he can't afford to hire.

In the warehouseSarah has approved 5 of 5
9:20
On the sales deskMike has approved 5 of 5
8:02
In the warehouse

What's below reorder across all warehouses?

Scans live stock by location and lists the shorts, including zero-stock items.

8:05
On the sales desk

Can we ship all of SO-4471 this week? What's short?

Checks on hand, committed and on order by location, says how many can ship now, names the part that's short.

8:11
In the warehouse

Draft POs to cover those at the right lead times.

Pulls each vendor's cost, lead time and MOQ, calculates the delivery date, stages one PO per vendor for her approval.

8:18
On the sales desk

Quote Dallas Hardware 200 more at a discount that still clears 30% margin.

Calculates the discount that holds the margin and drafts the quote for his OK.

8:27
In the warehouse

Which orders are overdue, and what's short to fulfill them?

Lists the late orders by urgency and names the SKU holding each one up.

8:31
On the sales desk

Get me that part as cheap as possible without blowing the date.

Compares vendors on cost and lead time, recommends the one that protects both, and says so plainly if the rush isn't worth it.

8:40
In the warehouse

Can Warehouse 2 cover the big one? Draft the transfer.

Checks available-to-promise by location and stages the transfer, ready to approve.

8:44
On the sales desk

Draft the PO for it.

Stages the PO at the right lead time, scheduled so the part lands before the ship date.

9:02
In the warehouse

Receiving just unloaded PO-1043. Stage the receipt.

Prepares the receipt against the open PO so it isn't a manual hunt.

9:10
On the sales desk

Who's overdue in QuickBooks, and by how long?

Reads QuickBooks Online and lists who is past terms, with a payment link drafted for the top two if he wants it.

9:20
In the warehouse

By 9:15am the buying is done, the late orders are covered and receiving is logged. Sarah approved every move.

On the sales desk

The order ships this week instead of next, the quote goes out at a margin he can live with, and when his buyer is out, nothing stalls.

It knows the work. It knows your operation. It shows its work.

25+years on the floor
It knows the work

25+ years of building alongside warehouse teams, manufacturers and distributors is built into how the AI operations specialist works. It knows what a backorder costs and why a lead time matters before you ask.

It knows your operation

It works from the live information your business runs on: inventory, orders, purchasing, production, accounting, ecommerce and shipping, as they are right now. Not a blank prompt, not an exported spreadsheet.

Inventory 45-228 · 76 on hand
Orders SO-4471 · due Oct 8
Purchasing Steel Supply Co. · 6-day lead
Production MO-2042 · issued
QuickBooks Dallas Hardware · current
Shopify 11 orders today
Coralie

as they are right now, --:--:--

It shows its work

Every draft comes with the rows it used to build it. When a number is missing, the specialist says so instead of guessing. Nothing is saved until you click.

PO Proposal: 45-228 (Steel Mounting Bracket) Drafted · waiting for your OK
Vendor
Quantity
Unit cost
Total
Lead time
Scheduled delivery
Receiving location
Purchasing Vendor item 45-228Steel Supply Co. is the only vendor carrying it at this price.
Orders · Inventory SO-4471 needs 100; Warehouse has 76Short by 24, so 24 is the order.
Purchasing Last paid $3.40PO-0987 on Sep 2. No minimum order quantity on the vendor item.
Arithmetic 24 × $3.40Shown so you can check it.
Purchasing Vendor recordSteel Supply Co. lead time is 6 days; the best available today.
Orders Today + 6 daysThree days after SO-4471 is due on Oct 8, which the draft says plainly.
Inventory Where the order ships fromSO-4471 ships from Warehouse, where the 76 on hand are.

Hover, tap or tab through the values in the table, or the source cards beside it: either side lights the other.

What operators are getting back

Numbers and quotes from customers running the AI operations specialist today. More land here as the early-access cohort reports in.

45+ min

“The AI operations specialist saves me at least 45 minutes per purchase order.”

Brian Garrett, Telluric Companies
50 hrs

A week off order entry, with orders landing in Fishbowl instead of being re-keyed.

Mack & Rex → case study

Questions about the AI operations specialist

Will it change things without me?

No. The AI operations specialist can prepare the action. It cannot sneak it past you. Every draft stops at a confirmation card and saves only when you click.

What if it gets something wrong?

The specialist is fast, but it is not allowed to be reckless. It works from your live Fishbowl data, shows the rows it used, and asks when a detail is missing instead of guessing.

We're not AI people.

No prompt engineering, no training course. If you can type a sentence, you can run the specialist.

Do I need to set anything up?

No. There is no setup step and no configuration. Nobody sits down and teaches your AI operations specialist about your products, your vendors, or your process. It reads the same kind of records you already have sitting in your account.

Is my data safe?

Fishbowl is SOC 2 compliant, and that applies to the AI functionality as well. Your data is not used for training, and it is not shared with any other customer.

What can the AI operations specialist do today?

The AI operations specialist is in beta and new capability is shipping continuously, so the honest answer changes week to week. You get the current capability list, including what it cannot do yet, when we confirm your access.

Is this replacing my team?

No. The AI operations specialist gives your team another gear. Your best operator stops being the bottleneck.

Is the AI operations specialist in the hosted products?

It runs in Fishbowl's cloud products. The hosted products run demand forecasting and plain-English answers from your data.

The AI operations specialist drafts the work. You make the call.

30 minutes, your operation, no commitment.